Oxford Risk Help Centre
Oxford Risk Homepage
Submit a request
Latest Updates and Changes
Getting started
User guides
Tool guides
Financial Personality
Financial Personality Overview
Financial Personality Outputs
Financial Circumstances
Financial Circumstances Overview
Simplified Risk Capacity
Risk Capacity
Knowledge & Experience
Knowledge & Experience Overview
Knowledge & Experience Outputs
Suitable Risk Level
Suitable Risk Level Overview
Suitable Risk Levels
Sustainability
Sustainability Overview
Sustainability Outputs
Secure Lifetime Income
Mapped investments & Portfolios
Identifying Suitable Portfolios
Risk-mapped funds and portfolios
Portfolio Risk Calculator
Guides
Integrations & Technical Information
API
Product specifications
CRM integrations
Technical Information
Frequently Asked Questions
General Questions
Please find below our most common questions and answers.
Latest Updates and Changes
API
Releases
Back to home
Oxford Risk Help Centre
Latest Updates and Changes
Getting started
User guides
Tool guides
Financial Personality
Financial Personality Overview
Financial Personality Outputs
Financial Circumstances
Financial Circumstances Overview
Simplified Risk Capacity
Risk Capacity
Knowledge & Experience
Knowledge & Experience Overview
Knowledge & Experience Outputs
Suitable Risk Level
Suitable Risk Level Overview
Suitable Risk Levels
Sustainability
Sustainability Overview
Sustainability Outputs
Secure Lifetime Income
Mapped investments & Portfolios
Identifying Suitable Portfolios
Risk-mapped funds and portfolios
Portfolio Risk Calculator
Guides
Integrations & Technical Information
API
Product specifications
CRM integrations
Technical Information
Frequently Asked Questions
General Questions
Please find below our most common questions and answers.
Latest Updates and Changes
API
Releases
Latest Updates and Changes
API
Investor Compass Support Dates
API Changelog v4.13
API Changelog v4.11
API changelog V4.10
Releases
Release Notes March SLI release - 2025-03
Release Notes v4.13 - 2025-02
Release Notes v4.12 - 2024-11
Release Notes v4.11 - 2024-07-23
Release Notes v4.10 - 2024-03-07
Release Notes v4.9 - 2023-10-19
See more
